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Retirement tax questions
In your original question you asked "where do I enter the portion of that amount that is from my state of California?" According to the California FTB "California does not tax dividends paid by a fund attributable to interest received from U.S. obligations or California state or municipal obligations IF at least 50% of the fund's assets would be exempt from California tax when held by an individual.
It looks like you reported exempt interest dividend from a fund with more than 50% of assets that are California exempt, and should not be added back to your CA income.
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‎April 2, 2025
7:50 PM